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dctodd27

dctodd27
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  • OffShore Drillers And Services Take Beating [View article]
    With its special dividend DO total yield is near 8%. This was not even worth mentioning?
    Aug 29 08:27 AM | 1 Like Like |Link to Comment
  • Staples chopped down by Goldman Sachs [View news story]
    Goldman accumulating SPLS...
    May 27 09:26 PM | Likes Like |Link to Comment
  • Why I Think Staples Is A Strong Buy Down Here [View article]
    How are you calculating free cash flow?

    For FY 2013:

    Cash flow from Ops ($1108M) - CapEx ($371M) = $737M
    Mar 13 09:08 AM | Likes Like |Link to Comment
  • Diebold: This Dividend Champion's Light Dims [View article]
    Thoughts on Mario Gabelli's feelings that DBD could double?
    Jan 15 04:45 PM | 1 Like Like |Link to Comment
  • More warnings over "safe" stocks [View news story]
    Smoothness of earnings doesn't tell you anything about valuation either...
    Jan 8 12:13 PM | 2 Likes Like |Link to Comment
  • Cisco falls as Chambers talks of emerging markets challenges [View news story]
    CSCO has $10B more cash than total liabilities. It generated its highest level ever ($11.7B) of free cash flow last fiscal year. The stock now pays 3.2% and that div is only going up. The market is pricing the stock hilariously wrong.

    Long CSCO.
    Dec 12 11:56 AM | 1 Like Like |Link to Comment
  • Choose "turnaround stocks" when rates rise: Barron's [View news story]
    Ya got the wrong guy mark...
    Dec 1 08:50 PM | 1 Like Like |Link to Comment
  • Choose "turnaround stocks" when rates rise: Barron's [View news story]
    Once again Barron's is late to the party. I guess they were waiting for HPQ and SWY to go up more than 100% before picking them? What value do they feel they are adding? Alan Abelson's column was the only one worth reading, but now......?????
    Dec 1 02:00 PM | 3 Likes Like |Link to Comment
  • Goldman downgrades Eli Lilly to Sell [View news story]
    Love it. This means Goldman is buying. Long LLY.
    Nov 11 12:51 PM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    So how'd it not make the list? :-p
    Nov 7 01:42 PM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    What, no TWTR?
    Nov 7 01:05 PM | Likes Like |Link to Comment
  • Apple's Stock As A Safe Haven And A Possible 2 Bagger Over Next 2 Years [View article]
    10% easily, huh? I'm amazed at the number of people that like this post.
    Nov 4 10:22 PM | 5 Likes Like |Link to Comment
  • Amazon reports in-line loss for Q3 on strong sales [View news story]
    I'll start a business selling $20 bills for $19. My sales will be through the roof but its a terrible business model. P/S isn't really all that meaningful...

    Courtesy of GMO's James Montier
    Oct 24 09:46 PM | 4 Likes Like |Link to Comment
  • Icahn discloses larger Apple stake, calls for immediate $150B tender [View news story]
    Icahn is a mosquito flying in Tim Cook's face. He doesn't have the cash to play a meaningful "activist investor" role here.
    Oct 24 09:34 AM | 2 Likes Like |Link to Comment
  • Icahn discloses larger Apple stake, calls for immediate $150B tender [View news story]
    There are very few people who can tell Icahn to take a hike. Tim Cook is one of them. He should issue more shares just to show Icahn up and make him go away.
    Oct 24 09:24 AM | 8 Likes Like |Link to Comment
COMMENTS STATS
116 Comments
195 Likes